Creating and Viewing Attachments

A number of components can manage an overall set of file attachments for both people and organizations. Each attachment uploaded is assigned an attachment type. This type is defined by the user and is used for grouping and filtering attachments.

The Person Profile and Organization Profile pages list the attachments created for the constituent where they can be subsequently downloaded and viewed on demand.

Files can be attached to individual gift and pledges within a session. Attachments in posted gift and pledge sessions can be viewed and managed without the need to create an adjusted session.

Files can be attached to individual bequests, trusts, gift annuities, and pooled income funds. The planned giving profile and prospect profile components list the attachments where they can be subsequently downloaded and viewed on demand.

A common set of attachments can be managed for a prospect using the Prospect Attachments components. The attachments created can be viewed from the Prospect Profile page. Attachments can also be added to Strategies.

Attachments can be created and managed for each individual designation fund. Any attachments created can be viewed using the designation fund details components.

Attachments can be created and managed for each individual action assigned to people and organizations in Contributor Relations. The attachments created can be viewed using the Action Details secondary page.

Attachments can be created and managed using the Matching Rules component. The attachments created can be viewed using the View Matching Rules component.

Attachments can be created and managed for each initiative (campaign, event, membership, volunteer, and other initiatives). The campaign attachments created can be viewed from the Campaign Summary component.